OpenAI's Funding Struggles: The Financial Reality Unveiled
Explore the latest in AI funding challenges and strategies as major players navigate a complex financial landscape in this week's Platformonomics update.| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email CAPEX WEEK is always spooky! My Writing Follow the CAPEX: Q3 2025 Scoreboard The quarterly HyperCAPEX update warrants its own post. Is $114 billion a lot? Previous: […]| Platformonomics
While every week is CAPEX week here at Platformonomics, this particular week is our quarterly celebration of insane infrastructure instantiation, aka earnings! We’re breaking the quarterly update out to a standalone post instead of burying it in the weekly newsletter. The four hyperCAPEX companies spent over $114 billion on CAPEX in Q3, up 18% from […]| Platformonomics
Explore the latest in AI funding challenges and strategies as major players navigate a complex financial landscape in this week's Platformonomics update.| Platformonomics
By streamlining operations and creating new commercial opportunities, software-as-a-service is transforming the way that operators approach their satellite missions. The post SaaS for Satellite Operators: Reducing the Complexity of Mission Management and Data Commercialization appeared first on Arlula.| Arlula
Discover how CAPEX innovation and strategic partnerships are unlocking scalable, cost-efficient insect farming, enabling the alternative protein sector to grow sustainably from farm to feed to consumer.| Forward Fooding - Powering the Food & Food Tech revolution!
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I have a post in progress on recent grand AI infrastructure headlines (and the economics thereof), which explains their conspicuous absence below. Coming soon to a bit […]| Platformonomics
Explore the latest insights on finance and AI ambitions in the Platformonomics newsletter, featuring exclusive commentary and updates.| Platformonomics
Big Tech plans to spend between $364 billion and $400 billion on AI data centers, purchasing specialized AI hardware like GPUs, and supporting cloud computing/storage capacity. The final 2Q 2025 GDP report, released last week, reveals a surge in data center infrastructure spending from $9.5 billion in early 2020 to $40.4 billion in the second quarter of 2025. It’s largely due to an unprecedented investment boom driven by artificial intelligence (AI) and cloud computing. The increase highl...| IEEE ComSoc Technology Blog
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email There is no stock pump like an Oracle stock pump. My Writing I was forced to write not once but twice this week about Oracle’s shenanigans. Tl;dr […]| Platformonomics
Given Oracle's new RPO backlog, what is their corresponding CAPEX requirement?| Platformonomics
Explore this week's Platformonomics TGIF for insights on Q2 CAPEX from tech giants like Amazon, Google, and Meta. Stay informed!| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email -Onomics continues to …| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Leaning into the -onom…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Denial and delusion is…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Another week! CAPEX rules everything around me. Or maybe ch…| Platformonomics
Tl;dr: “You know what’s cool? A trillion dollars.” Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 plus earlier/other CAPEX musings. When I first started to follow the cloud…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I skipped last week…| Platformonomics
Considering new hotel operations software? Discover the key features and critical questions to guide your search.| Actabl
